Accuracy first
We generate reports on your legacy data and again on your data in the new system. On the review call, we compare them side by side and answer your questions.
Why law firms choose Iveos Co.
Law firms trust us with confidential records, so accuracy and care come first. Here is how we check every migration and protect your data.
Our approach
Built for law firms
We understand trust accounting, billing, and how matters, contacts, and documents fit together. We are not a generic data transfer service.
Custom when it counts
If a standard import cannot handle your data, we build a custom migration. That is what sets us apart from providers who turn away anything unusual.
Clear process, clear scope
A simple three-step process and a migration plan built with you on the scoping call, so you always know what is included.
Draft: review before publishing
Protecting your client data
Client data is confidential, and we treat it that way. Only list practices below that you actually follow.
- Confidentiality agreement signed before we receive any data
- Access limited to the people working on your project
- Data transferred through secure channels
- Your data securely deleted when the project is complete
What we verify on every migration
- Record counts match between source and destination
- Client and matter balances match
- Invoices and payments are linked to the right matters
- Custom fields and relationships carried over correctly
- Documents and folder structure are intact
Planning a migration? Let's scope it.
Tell us where your data lives today and where you're moving it. We'll review it with you and give you a clear plan before any work begins.
Or email us at support@iveos.co